This article is geared towards Organizers who would like to access the Leads collected by their Exhibitors.
Downloading a Lead Report
As an Organizer, you have access to download the lead reports for individual Exhibitors. To do so, you need t navigate to Manage > Lead Retrieval > Manage Exhibitors. Once there, locate the Exhibitor for whom you will generate a report.
You can use the search bar to pull them up. You can use their email or Exhibitor Name to do so. When the Exhibitor is found, locate the Download button under the action columns.
After clicking on the Download button, you will see a message that explains your report is being processed. Shortly, you should receive an email with a download link!
Sending a Lead Report to an exhibitor
As an Organizer, you have the ability to send a lead report to Exhibitors. To do so, you need to navigate to Manage > Lead Retrieval > Manage Exhibitors. Once there, locate the Exhibitor for whom you will send a report to.
You can use the search bar to pull them up. You can use their email or Exhibitor Name to do so. When the Exhibitor is found, locate the Enveloper icon under the action columns.
One you click on send, a pop up will ask you to check mark the email address you want to send the lead report to.
Creating an Attendee Report
Attendee Reports can be set to include a full Lead Retrieval reports — for all the Exhibitors who participated in the Event — along with the rest of the Attendee data needed.
To create an Attendee Report, go to Analyze > Reports and create a new report. When selecting the columns for your report, you should see a tab on the left-side menu which reads Lead Retrieval.
When selected, you will see the following option:
Please, make sure to check the box labeled Include Full Lead Retrieval Report Link in the Email. You will receive an email that contains two download links: one which will contain the attendee information you requested and one which will contain the leads downloaded (with notes included!).
If you have any questions or need assistance, feel free to reach out to support team at firstname.lastname@example.org.